Brenda Blisk not only lost us money over the years, but when we went to transfer our funds to…read moreanother wealth management company, she was rude and condescending. Furthermore, she was not aware of a new program and gave us false info stating that we weren't able to transfer our funds without paying taxes. She said she's been doing this for 35 years. I suggest you find someone who is still eager to learn and that values relationships with the folks who pay their bills.

My husband and I have been clients of Blisk Financial Group for perhaps twenty years. I can say…read morethat I could easily be still working, instead being comfortably retired, without them. Just recently, they saved us from the loss of years of annuity interest by being alert to some unusual withdrawal requirements. We highly recommend Blisk Financial Group.

I recently opened an investment portfolio with this company. It was important to me that the money…read moreI contribute to my Roth IRA goes to companies that advance an agenda that I can support, and I felt that demand wealth allowed me to do that. The website was straightforward and easy to use, even though I don't know a lot about finance. Overall, I would recommend this company to anyone looking for an intuitive, user-friendly way to invest in the businesses that promote the values that you believe in.

Bill was so helpful and a true life saver. We'd connected through LinkedIn and he was able to…read moreassist me not only in managing my student loans but in learning how to conquer my debt. He truly set me up for success and continues to check in on my progress. He truly goes above and beyond.

My wife and I have been continually pleased and impressed with the service we have received from…read moreAra Abrahamson in dealing with our finances. We began with Ara and Matt over a decade ago, and couldn't be happier with our choice to use Divergent Planning! Highly recommended for honesty, integrity, and brilliance in financial strategizing. I especially love that we pay one flat annual rate and can call or text or email Ara anytime for any financial advice...Awesome convenience! Superior service yet warm and friendly. These guys are the real deal!

I've been using Divergent planning since its inception. Ara and Matt are great advisors (I deal…read moremostly with Ara). I've know them since their early career at Ameriprise where they were the two best in their region. I'm glad they started their own firm since it provides more flexibility for their clients--more investment vehicles and not restricted by Ameriprise policies. They've worked with us every step of the way from when our careers just got going to having kids to buying our houses. These guys know that they're doing and they genuinely care about their clients. Even at our relatively young age, it's never too early to think about retirement, college educations, more homes, etc. I cannot say enough about Ara and Matt.

CB Investment Management takes a superior approach in which greater returns are achieved while…read moresimultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.

I would like to take time to mention that Aaron Jones has been a pleasure to work with. With my…read morefather having an advisor in NY state, I randomly found Mr. Jones to help me settle up my late dad's accounts and deal with the paperwork. Couple agents at other firms, didn't even take the time to call me back. Even though I was not keeping the accounts with NY Life with Mr. Jones(I work for a financial planning firm near by), he was still very professional and awesome at getting everything done in a timely manner. If I was not in the business, I surely would be keeping my accounts with Mr. Jones to manage. It really means a lot to my brother and I during this difficult time of losing our dad to not have to stress about dealing with his accounts and getting this settled. If you are in the Vienna/Tysons area looking for an advisor, please reach out to Aaron Jones. Thank you

Warning: Before sharing your information on the website please note there website is not secure…read more(just check on the top left corner of the URL) so I wouldn't provider your information via the website.

Everyone there is very pleasant and knowledgeable and makes you feel like family. They also respond…read morewithin a reasonable amount of time. I trust them completely with my financial matters. If you are looking for someone to manage your finances and or business, I would suggest that you at least go in person and talk with them before you make any final decisions.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.